Shell Asset Management’s Zoom ZM Stock Holding History

Shell Asset Management’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,491	Closed	-$258K	–	1276
2025 Q1	$258K	Hold	3,491	–	–	0.01%	683
2024 Q4	$285K	Buy	+3,491	New	+$274K	0.01%	691
2023 Q4	–	Sell	-5,532	Closed	-$387K	–	1283
2023 Q3	$387K	Sell	5,532 -106	-2%	-$7.36K	0.02%	666
2023 Q2	$383K	Sell	5,638 -211	-4%	-$14.1K	0.02%	686
2023 Q1	$432K	Sell	5,849 -119	-2%	-$8.57K	0.02%	622
2022 Q4	$404K	Sell	5,968 -2,290	-28%	-$174K	0.02%	641
2022 Q3	$608K	Sell	8,258 -1,739	-17%	-$166K	0.02%	490
2022 Q2	$1.08M	Sell	9,997 -94	-0.9%	-$9.91K	0.03%	412
2022 Q1	$1.18M	Sell	10,091 -127	-1%	-$17.3K	0.03%	446
2021 Q4	$1.88M	Buy	10,218 +17	+0.2%	+$4K	0.04%	380
2021 Q3	$2.67M	Buy	10,201 +1,437	+16%	+$484K	0.06%	282
2021 Q2	$3.39M	Buy	8,764 +936	+12%	+$312K	0.07%	273
2021 Q1	$2.52M	Sell	7,828 -4,255	-35%	-$1.57M	0.05%	317
2020 Q4	$4.08M	Buy	12,083 +11,052	+1,072%	+$4.93M	0.08%	257
2020 Q3	$485K	Buy	1,031 +416	+68%	+$133K	0.01%	693
2020 Q2	$156K	Buy	+615	New	+$111K	﹤0.01%	1075

Other funds holding ZM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Shell Asset Management's ZM Position: Q2 2025 in Review

Shell Asset Management sold out of Zoom (ZM) in Q2 2025, closing a stake of 3,491 shares — an estimated $258K sold.

Shell Asset Management first reported a position in ZM in Q2 2020 and held it in 16 quarters. The position peaked at $4.08M in Q4 2020. 719 funds tracked by Wall St. Rank hold ZM as of Q2 2025.

Shell Asset Management reported no remaining Zoom position as of Q2 2025 after selling out during the quarter.
Shell Asset Management sold 3,491 Zoom shares in Q2 2025, an estimated $258K.
Shell Asset Management first reported a position in Zoom in Q2 2020 and held it in 16 quarters.
Shell Asset Management's Zoom position peaked at $4.08M in Q4 2020.
719 funds tracked by Wall St. Rank held Zoom as of Q2 2025.

Based on Shell Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.